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iShares ESG Aware MSCI USA Small-Cap ETF
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Overview Fund Activity

378 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
378
Holders Change
+12
Holders Change %
+3.28%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
151
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$42.4M
2
Ameriprise
2
Ameriprise
Minnesota
$21.4M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$98.5M
4
Betterment LLC
4
Betterment LLC
New York
$62.4M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$5.56M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$43.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$66.5M
3
CFG
3
Citizens Financial Group
Rhode Island
$10.6M
4
SWM
4
SigFig Wealth Management
California
$9.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Citizens Financial Group
Rhode Island
$10.6M 253,829 -128,869 -34%
EWM
27
Empirical Wealth Management
Washington
$10.6M 253,788 +9,719 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$10.6M 252,636 +2,408 +1%
WA
29
Wealth Architects
California
$9.29M 222,147 +19,664 +10%
SWM
30
SigFig Wealth Management
California
$9.15M 219,176 -73,489 -25%
SC
31
Savant Capital
Illinois
$8.9M 212,718 -4,206 -2%
LPL Financial
32
LPL Financial
California
$8.66M 207,178 +5,831 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$8.18M 197,595 -5,676 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.86M 187,877 -8,960 -5%
B
35
Bailard
California
$7.67M 183,489 -6,183 -3%
EWA
36
EP Wealth Advisors
California
$7.56M 180,884 +8,346 +5%
Truist Financial
37
Truist Financial
North Carolina
$7.37M 176,249 -1,370 -0.8%
LGWM
38
Litman Gregory Wealth Management
California
$6.63M 158,536 +3,736 +2%
HPC
39
HM Payson & Co
Maine
$6.39M 152,800 +20,168 +15%
Financial Engines Advisors
40
Financial Engines Advisors
California
$6.17M 147,463 -6,898 -4%
OPS
41
Orion Portfolio Solutions
Nebraska
$5.56M 55,400 +36,779 +198%
BCI
42
Brinker Capital Investments
Pennsylvania
$5.56M 55,400 +36,779 +198%
AA
43
Alesco Advisors
New York
$5.36M 128,170 -1,245 -1%
AIA
44
Ally Invest Advisors
North Carolina
$5.36M 128,063 +21,625 +20%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$5.27M 126,106 +13,413 +12%
AWA
46
Alaska Wealth Advisors
Alaska
$4.95M 118,261 +5,370 +5%
PA
47
Parkside Advisors
California
$4.77M 114,069 -535 -0.5%
WI
48
WrapManager Inc
California
$4.77M 114,009 +5,470 +5%
ASN
49
Advisory Services Network
Georgia
$4.55M 118,241 – –
MG
50
Mather Group
Illinois
$4.49M 107,390 +3,992 +4%
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